3 Pro Tips for Lead Conversion Mapping in Zoho CRM
There is often some misunderstanding of the main modules inside the CRM and their overall relationship with one another. This tutorial focuses on where it all starts, the Leads Module, and how it relates to the other modules. ? TIME STAMPS ? 0:00 Intro 0:23 #1 – Defining a Lead 1:17 #2 – Lead Conversion […]
Celebrating 200 Episodes of CRM Zen
Can we just start by saying, thank you. We wouldn’t be the show we are today without the awesome community of supporters of the show. And wow, what a journey it has been. As we hit our 200th episode we thought we would share the evolution and some highlights of the show over the last […]
Automating Zoho Campaigns Topic Assignment based on CRM Tags
Following up on our tutorial covering the new Sync inside Zoho Campaigns, Greg put together simple but great automation to assign Leads or Contacts a topic based on Tags inside the CRM. ? TIME STAMPS ? 0:00 Intro 0:52 Setting Up the Sync 2:05 How the Tags Appear in Campaigns – 2:40 Creating the Workflow
How to Set Up the NEW Zoho Campaigns Sync
Zoho recently released an update to Zoho Campaigns with a NEW and improved sync. In this tutorial, we cover everything you need to know to activate and set up the sync. ? TIME STAMPS ? 0:00 Intro 0:26 Getting Started 2:15 Setting Up Topics – 4:10 Activating the New Sync 4:20 Creating a Sync 8:45 […]
Zoho Books Full Product Tutorial – 2022
CLICK HERE for our latest Zoho Books Full Product Tutorial. ? TIME STAMPS ?0:00 Intro0:33 Agenda0:57 What Is Zoho Books?1:49 Product Overview13:50 Settings32:28 Chart Of Accounts36:21 Sales Process47:55 Purchase Process52:00 Questions & Answers
Why Prototype?
“Early in my career as an engineer, I’d learned that all decisions were objective until the first line of code was written. After that, all decisions were emotional.” Ben Horowitz, co-founder of Andreessen Horowitz Mr. Horowitz’s quote parallels the importance of prototyping — changes made in the design phase of a project are much faster […]
Zoho Forms – Full Product Overview
This Zoho Forms tutorial includes everything you need to know from creating a form, integrating with the CRM, advanced settings, tracking, theme customization, and more! UTM Tutorial Link – https://youtu.be/EPXA0veKeHQ ? TIME STAMPS ? 0:00 Intro 1:00 Creating a Form 2:15 Form Fields Overview 4:08 Adding Fields to your Form 5:30 Comparing Fields in the […]
How Are You Tracking Your Campaigns?
Measuring a marketing campaign’s overall performance and ROI is essential for improving marketing materials and gaining new customers. The only way for a business to understand how and where it can improve its marketing efforts is by tracking ROI and performance. Importance of Campaign Data If your company does business in a competitive industry or […]
Zoho Analytics Formula Columns, Aggregate Formulas, & Basic SQL
In this tutorial we walk through some key features in Zoho Analytics; formula columns, aggregate formulas, and intro-level SQL. To learn more about Zoho Analytics you can check out our Full Product Tutorial. Key Takeaways Formula Columns A formula column is going to run some type of calculation on every row individually. This is useful […]
New Website? Use Our Getting Started Checklist
Today, websites are the modern storefront for almost every type of business out there. Even brick and mortar businesses such as retail, restaurants, and hospitality, are almost always hybrid with a website representing their business. Often times unless you have a designated web and marketing team, websites are often missing some core components. These overlooked […]
